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Spire Wealth Management’s Digital Turbine APPS Stock Holding History

Spire Wealth Management’s Portfolio APPS Stock Details APPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-74
Closed -$687 – 2359
2023
Q2 		$687 Hold
74
– – ﹤0.01% 2350
2023
Q1 		$915 Sell
74
-24
-24% -$322 ﹤0.01% 2401
2022
Q4 		$1K Buy
98
+24
+32% +$369 ﹤0.01% 2135
2022
Q3 		$1K Hold
74
– – ﹤0.01% 2033
2022
Q2 		$1K Hold
74
– – ﹤0.01% 2453
2022
Q1 		$3K Sell
74
-500
-87% -$22.6K ﹤0.01% 2313
2021
Q4 		$35K Buy
574
+500
+676% +$34K ﹤0.01% 1884
2021
Q3 		$5K Hold
74
– – ﹤0.01% 2265
2021
Q2 		$6K Sell
74
-1,832
-96% -$131K ﹤0.01% 2259
2021
Q1 		$153K Buy
+1,906
New +$139K ﹤0.01% 1182

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American Century Companies
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Geode Capital Management
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Dimensional Fund Advisors
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D.E. Shaw & Co
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RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return